Manage credit amounts on a client ledger
Easily adjust the amount of account credit on a client's ledger. You may occasionally want to give a client an account credit or edit the amount of credit currently issued.
1. Getting started
Locate and click the Ledger tab of the client to manage or adjust their account credit.
2. Click the Manage Credits & View Detailed Ledger option
In the ledger action menu, find and click the Manage Credits & View Detailed Ledger option to view the client's transaction and adjustment history.
3. View the Detailed Ledger
The detailed ledger provides a historical view of all transactions and adjustments for the selected client. Use this view to track down reasons for unexplained credits, balances, overages, refunds, credits, and adjustments.
4. Click Adjust Account Credit
5. Increase, Decrease or Remove All Credit
Use the appropriate selection to make your credit adjustment. Enter the correct amount and click Save Changes to complete your credit adjustment. It's always wise to add a note to provide a reason for the adjustment.
Click the Back to Main Ledger button to exit and return to the client record's main ledger page.